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Trellis Advisors, LLC

SEC CIK
0001722638
Latest filing
Jan 16, 2024

CAT holding history

Caterpillar Inc in every 13F filed by Trellis Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q4 2023 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2023
Holdings of CAT by Trellis Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−828−100.0%Sold outHolders
Q3 2023828$226.0K0.1%+828NewHolders